DSM FIRMENICH AG ADR (DSFIY)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio4x

43th percentile

8 buying2 selling

+1

New

-1

Closed

+1.1M

Net shares

Ownership Concentration

Top 5: 99.1%Top 10: 100.4%

Aristotle Capital Management,80.5%

GREAT LAKES ADVISORS,11.5%

HANTZ FINANCIAL SERVICES,4.5%

CHICAGO TRUST Co NA1.9%

NBC SECURITIES,0.7%

Others (4)0.9%

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Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Conviction-Weighted Ownership

Median weight: 0.02%Avg weight: 0.04%Max: 0.16%High conviction (>1%): 0

Aristotle Capital Management,

GREAT LAKES ADVISORS,

HANTZ FINANCIAL SERVICES,

CHICAGO TRUST Co NA

NBC SECURITIES,

Boston Common Asset Management,

RNC CAPITAL MANAGEMENT

RHUMBLINE ADVISERS

PNC FINANCIAL SERVICES GROUP,

Salomon & Ludwin,

Institutional Trends (8 Quarters)

No trend data available for this metric.

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 10 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Crowding AnalysisModerate

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio4x

43th percentile

8 buying2 selling

+1

New

-1

Closed

+1.1M

Net shares

Ownership Concentration

Top 5: 99.1%Top 10: 100.4%

Aristotle Capital Management,80.5%

GREAT LAKES ADVISORS,11.5%

HANTZ FINANCIAL SERVICES,4.5%

CHICAGO TRUST Co NA1.9%

NBC SECURITIES,0.7%

Others (4)0.9%

Crowding AnalysisModerate

Holders9of 5,944

Avg: 68

Uncrowded69th percentileCrowded

Institutional Activity

Buy/Sell Ratio4x

43th percentile

8 buying2 selling

+1

New

-1

Closed

+1.1M

Net shares

Ownership Concentration

Top 5: 99.1%Top 10: 100.4%

Aristotle Capital Management,80.5%

GREAT LAKES ADVISORS,11.5%

HANTZ FINANCIAL SERVICES,4.5%

CHICAGO TRUST Co NA1.9%

NBC SECURITIES,0.7%

Others (4)0.9%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2024-09

$7,279

DSFIY · -27%

$13,283

S&P 500 · +33%

−$6,004

behind the index

Total return (5Y)

-27%

S&P 500

+33%

vs. market

-60%

underperformed

Annualized

-16.6%

mkt 17.6%

Volatility

42%

annualized

Beta

1.72

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

DSFIYS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

DSFIY (solid)S&P 500 (outline)Green = positive year, red = negative. Number = DSFIY's return.

Beat the market

1 / 3 yrs

33% win rate

Best year

+22%

2026

Worst year

-26%

2024

Worst drawdown

-47%

still -27% below peak

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -47%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.